NYAIR Episode 71
Family Philanthropy in the 21st Century
Explore how today’s leading family philanthropy experts guide multi-generational giving with strategic intent, tax efficiency, and authentic engagement. This episode uncovers the evolving landscape of charitable planning—from fostering intergenerational dialogue to impact investing and governance. Wealth advisors, family office leaders, and philanthropic partners will gain invaluable frameworks for enhancing influence and sustainability beyond the check.
Featured Guests
Randy Schuster
Principal in Charge, Trust and Estate Group, Baker Tilly
Randy leads Baker Tilly’s New York Trust and Estate practice, shaping firm policy on compliance and tax efficiency related to gifts, trusts, and estate planning. With deep expertise in charitable giving regulations and strategic philanthropy, Randy empowers affluent families to maximize their generosity's impact while navigating complex tax landscapes in the US.
Pierre Dupont
Partner, Charity Partners; Mentor & Strategic Advisor for Wealthy Individuals
Pierre offers decades of multi-sector strategic advising, blending business entrepreneurship with philanthropic mentorship. He guides high-net-worth clients nationally and in Asia on diversified investments and charitable endeavors, emphasizing thoughtful, legacy-driven wealth stewardship and impactful giving structures.
Kenneth J. Blum
President, Kramer Bloom & Associates
Ken has been a recognized leader in philanthropy since 1990, specializing in management consulting for foundation trustees. He advises families and organizations on governance, mission clarity, effective grant programs, and sustaining philanthropic commitment across generations with innovative stewardship approaches.
Jenny Sparandara
Executive Director, Global Philanthropy, JPMorgan Chase
Jenny spearheads JPMorgan Chase’s initiatives to drive inclusive economic growth through strategic philanthropy. Her leadership fosters sustainable workforce development, neighborhood revitalization, and financial health improvement programs worldwide, connecting corporate resources with community needs.
Key Insights From This Episode
Strategic Giving Requires Thoughtful Planning
Tax laws and philanthropic tools are complex—effective giving demands understanding of charitable contribution limits, gift timing, and multi-year strategies to maximize impact.
Engagement Strengthens Family Legacy
Ongoing conversations and intergenerational involvement keep philanthropy vibrant, foster mentorship, and ensure alignment with evolving family values and broader community impact.
Philanthropy Goes Beyond Writing Checks
Active participation, from volunteerism to board engagement, deepens satisfaction and effectiveness, creating meaningful relationships between donors and grantees.
Impact Investing Complements Philanthropy
Rather than replacing traditional giving, impact investments offer a blended approach, balancing financial return with social outcomes, requiring increased donor involvement.
Storytelling Enhances Fundraising and Legacy:
Compelling narratives and transparent impact reporting engage current and future generations, making philanthropy a shared family journey.
Digital Tools Bridge Generational Gaps
Technology enables cross-generational collaboration, breaking down barriers between younger and older family members and fostering new philanthropic approaches.
Access the Full Conversation
Listen to the full episode to hear candid discussions from philanthropy leaders and download an exclusive insights deck tailored for family offices and wealth advisors. Learn how to cultivate sustainable giving programs, navigate tax complexities, and engage your family and community effectively for lasting impact.
Soundbites Worth Saving
“Philanthropy is a tool to strengthen family bonds, not just a financial transaction.”
— Kenneth J. Blum
“You don’t have to have millions to make a difference; engagement at any level can be impactful.”
— Pierre Dupont
“Technology creates opportunities for generational learning and collective giving that we’ve never had before.”
— Jenny Sparandara
Shape the Future of Alternatives With Us
The New York Alternative Investment Roundtable brings together the brightest minds in finance—Nobel laureates, industry disruptors, Fortune 1000 executives, and leading fund managers. By joining as a member, you gain access to premium events, exclusive insights from our podcasts, and direct connections with the decision-makers shaping global markets.
Your seat at the table is waiting.
GET IN TOUCH:
© 2025 New York Alternative Investment Roundtable | Privacy Policy | Terms and Conditions